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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,156,717 | $159,934+623.2% | $147,005+686.9% | $145,959+692.5% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 13.38% | 98.24%-84.9pp | 418.76%-405.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $3,397 | $5,287-35.8% | $4,934-31.2% | $4,661-27.1% |
| Participant deferral / active EE | $29,201 | $8,427+246.5% | $8,070+261.9% | $6,689+336.6% |
| Admin fee / account holder | $11,362 | $15,053-24.5% | $13,006-12.6% | $13,398-15.2% |